Jo M.

I specialise in translating a company's vision into operational reality. Drawing extensively on and working within the EOS framework and process - bringing the rocket fuel that happens when Integrators (me) and Visionaries (probably you) combine forces! With 7 years of experience across Tech and SaaS businesses, global brands, and growth-stage startups. Structuring teams, aligning accountability, and eliminating the chaos that causes momentum, and customers, to quietly stall. I don't hand back open-ended problems: I own execution end-to-end, make the calls that need making, and turn confusion into clear, structured plans the team can actually run on. Scale-up and growth-stage businesses are my wheelhouse: usually filled with well-intended tool stacks, systems, and workflows that have become redundant and need a refresh to match the phase the business has actually evolved into. For a B2B SaaS retention context, this means I can audit your entire customer lifecycle, identify where value perception erodes, and design recovery and upsell workflows that account managers can actually execute. So often the golden thread of sales to service gets dropped and lost simply due to a lack of end to end process design that is actually then implemented. I work across all major platforms - Google Workspace, Microsoft 365, ClickUp, Monday, Slack, HubSpot, Notion, and engage AI to elevate all I do. Building SOPs, reporting cadences, and cross-team workflows that hold up under real use, not just look good on paper. AI is core to how I work, not an add-on. I'm proficient across today's leading AI tools and actively build them into the systems I design - speeding up SOP development, surfacing bottlenecks faster, running smarter reporting, and keeping workflows adaptable as the business scales. I invest time staying ahead of how AI is reshaping operations, so what I deliver elevates how an organization runs, not just what it runs on. Based in Cape Town, South Africa and worked extensively with global businesses - working hours overlap closely with UK/European teams and cover US East Coast mornings, so you get real-time collaboration, not a communication lag. If your business has outgrown its current systems, I'd love to see what you're working with.